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Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service Mark Latham Commodity Equity Intelligence Service

Commodity Intelligence LLP provides equity investment advice on developments in commodity markets to qualified institutional investors on a subscription basis.

For further information please contact info@commodityintelligence.com

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9th July 2010

8th July

7th July

6th July

5th July

9th July News and Views

Goldcorp buys stake in Evolving Gold

Vale goes to Zambia for Copper

Xstrata plans aggressive Copper growth

Canada's Duvernay shale: Land now at $6184 was $3984 in Dec'09 1

Canada's Duvernay shale: Land now at $6184 was $3984 in Dec'09 2

Canada's Duvernay shale: Land now at $6184 was $3984 in Dec'09 3

8th July News and Views

Georesources update: Onshore subsalt! 1

Georesources update: Onshore subsalt! 2

China Says Won't Dump US Treasuries or Pile into Gold

Oz buys 20% of Sandfire

Shale Well Completions: Shortage of equipment reported 1

Shale Well Completions: Shortage of equipment reported 2

New Gold: Mexican court reversal on environmental permit

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7th July News and Views

Anfield Nickel

Indian Iron Ore plunges

Total buys UTS for $2 a barrel

More Coal M&A- Cliffs buys INR..1

More Coal M&A- Cliffs buys INR..2

Recipe: Drill hole, pump oil, get money back in 100 days, keep the rest of 26 year life of well, Bakken ROX ok! 1

Recipe: Drill hole, pump oil, get money back in 100 days, keep the rest of 26 year life of well, Bakken ROX ok! 2

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6th July News and Views

Chinese Auto Inventory Rising 1

Chinese Auto Inventory Rising 2

Chinese Auto Inventory Rising

Indotambang Rayah completes Capacity Expansion

Coal throughput slumps at UK’s Immingham

Libya says BP is a bargain

GS issue steel buy recommendation based on 'low inventory'

Environmental review sinks Taseko mine

Russia's gold accumulation

Posco buys a coal mine, and Anglo American exits undeveloped coal in Australia

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5th July News and Views

Banpu Public buys Centennial

EOG Update

Robert Prechter Says ‘Take Cover, the sky is falling'

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